Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
5 Things to Know About Long-Term Care Risk and Wealth Transfer
By Chad DruvengaHome care bills and nursing home bills are major threats to your clients' assets.
September 30, 2025
Medicare Annual Enrollment Period: What's ChangingSome seemingly minor tweaks could make clients' lives different.
September 29, 2025
12 Least Affordable U.S. Cities for HousingHousing costs eat up 36% of the median income in the top city on this list, SmartAsset finds.
September 29, 2025
Cetera Rolls Out New Services for Business-Owner ClientsThe firm is working with Cornerstone Business Services to help advisors coach clients through complex ownership transitions.
September 29, 2025
How to Get Nervous Clients to Open UpFear of talking about money leads to poor decisions and "financial secrets," financial therapist Erika Wasserman says.
September 25, 2025
Medicare Could Tie Commission Growth to Overall Inflation RateThat's one of the suggestions in an Urban Institute report on the role of Medicare plans' agents and brokers.
September 23, 2025
Americans Risk Future Financial Security to Support Family: StudyMany feel obligated to help even if it risks jeopardizing their own retirement and economic well-being.
September 23, 2025
14 Best Places to Retire on $1,200 a MonthRetirement abroad is possible even for Americans on a limited budget, according to research from International Living.